Institutional Ownership Ishares Core S&P U.S. Value Et (IUSV)
This table provides information about the institutional ownership of Ishares Core S&P U.S. Value Et (IUSV). We have compiled data on the 812 institutions that hold shares in the stock, with a total of 182 Million shares, which have been reported (via 13F filing form) to have a value of $18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
206,385
shares
|
$20.4 Million
0.04% of portfolio
|
Q2 2025
Added 39.1%
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Jul 29, 2025 Q2 2025 |
197,166
shares
|
$19.5 Million
12.54% of portfolio
|
Q2 2025
Added 7.62%
|
|
|
Ironwood Wealth Management, Inc.
|
Jul 15, 2025 Q2 2025 |
196,976
shares
|
$19.5 Million
8.85% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
196,419
shares
|
$19.4 Million
0.16% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
195,674
shares
|
$19.4 Million
0.87% of portfolio
|
Q2 2025
Added 863.1%
|
|
|
Petix & Botte CO
|
Aug 08, 2025 Q2 2025 |
189,108
shares
|
$18.7 Million
4.55% of portfolio
|
Q2 2025
Reduced 4.62%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
185,593
shares
|
$18.4 Million
0.42% of portfolio
|
Q2 2025
Added 54.62%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
177,943
shares
|
$17.6 Million
0.21% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
170,877
shares
|
$16.9 Million
0.04% of portfolio
|
Q2 2025
Added 29.54%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
161,976
shares
|
$16 Million
5.54% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
160,792
shares
|
$15.9 Million
1.08% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
160,617
shares
|
$15.9 Million
2.27% of portfolio
|
Q2 2025
Added 8.17%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
160,169
shares
|
$15.8 Million
2.19% of portfolio
|
Q2 2025
Added 5.64%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
160,136
shares
|
$15.8 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
160,119
shares
|
$15.8 Million
1.55% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
159,729
shares
|
$15.8 Million
0.37% of portfolio
|
Q2 2025
Reduced 7.92%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Aug 07, 2025 Q2 2025 |
153,447
shares
|
$15.2 Million
8.26% of portfolio
|
Q2 2025
Added 6.31%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
152,664
shares
|
$15.1 Million
3.96% of portfolio
|
Q2 2025
Added 5.35%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
151,840
shares
|
$15 Million
0.03% of portfolio
|
Q2 2025
Reduced 17.31%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
148,062
shares
|
$14.6 Million
1.19% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
144,594
shares
|
$14.3 Million
2.32% of portfolio
|
Q2 2025
Added 20.74%
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
144,275
shares
|
$14.3 Million
1.54% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Jul 31, 2025 Q2 2025 |
140,852
shares
|
$13.9 Million
7.42% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
138,741
shares
|
$13.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.93%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jul 14, 2025 Q2 2025 |
138,340
shares
|
$13.7 Million
3.15% of portfolio
|
Q2 2025
Reduced 3.02%
|